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Building 2KELLEY INVESTMENTS

Map pin
Phone858-350-1010
NotebookSEC #801-67645
Total AUM
$238M
Employees
3
Clients
216

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
6:30AM-5PM
Monday - Friday
Phone
858-350-1010

ReceiptFinancials

Total AUM
$238M
Accounts
387
Discretionary
$216.5M
Accounts
357
Non-Discretionary
$21.5M
Accounts
30

ContactClients

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Individual Clients
167
AUM
$76.3M
HNW Individual Clients
49
AUM
$161.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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